Founded in 2010, Two West built its reputation by providing high-level 401(k) and 403(b) consulting to businesses often underserved by larger financial institutions. CEO Marko Ungashick noted that the partnership was driven by a shared commitment to the middle market. Under the agreement, the entire Two West team will transition to Higginbotham as employee-owners, remaining stationed in Kansas City to continue serving their existing client base.
For Higginbotham, the acquisition provides a ready-made, scalable infrastructure to bolster its financial services arm. Chairman and CEO Rusty Reid emphasized that the integration is designed to leverage Higginbotham’s national HR, legal, and compliance resources to accelerate Two West's growth. By combining these back-office capabilities with Two West’s specialized advisory expertise, the organization intends to extend sophisticated retirement planning tools to a broader range of employers nationwide.

Comments (0)
No comments yet. Be the first!